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Procore

Link Observations to a Drawing (iOS)

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Objective

To add observations to a drawing using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Drawings AND Observations tools.

  • This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. 

Steps

  1. Navigate to the project's Drawings tool using the Procore app an iOS mobile device.
  2. Tap the drawing that you want to add an observation to.
  3. In the markup toolbar, tap the shape or line that you want to add to the drawing. See Mark up a Drawing (iOS).
    Note: This markup will be associated with the new observation.
  4. Tap Link.
  5. Tap Link an Observation. 
  6. Choose one of the following options:
    • Link an Existing Observation:
      1. Tap to select an existing observation item to add to the markup.
    • Create a new Observation:
      1. Tap + to create a new observation.
      2. Tap to select an existing template, or tap + Create Without Template.
      3. Complete the necessary information.
      4. Tap Save to add the new item to the markup.
  7. To publish your changes, tap the markup, then tap Publish. 
    See What is the difference between personal and published drawing markups?

 

If you would like to learn more about Procore's observation software and how it can help your business, please visit our construction safety observation software product page .